Advisor Resource Council’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Advisor Resource Council’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,901	Closed	-$204K	–	603
2024 Q4	$204K	Buy	+3,901	New	+$216K	0.15%	67
2023 Q2	–	Sell	-4,522	Closed	-$222K	–	217
2023 Q1	$222K	Buy	4,522 +65	+1%	+$3.19K	0.06%	225
2022 Q4	$208K	Sell	4,457 -2,024	-31%	-$92K	0.1%	151
2022 Q3	$278K	Buy	6,481 +55	+0.9%	+$2.64K	0.19%	116
2022 Q2	$315K	Buy	+6,426	New	+$332K	0.03%	370
2022 Q1	–	Sell	-8,765	Closed	-$525K	–	354
2021 Q4	$525K	Buy	8,765 +2,853	+48%	+$176K	0.04%	324
2021 Q3	$365K	Buy	5,912 +2,905	+97%	+$185K	0.11%	161
2021 Q2	$202K	Buy	+3,007	New	+$198K	0.02%	470

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisor Resource Council's IEMG Position: Q1 2025 in Review

Advisor Resource Council sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 3,901 shares — an estimated $204K sold.

Advisor Resource Council first reported a position in IEMG in Q2 2021 and held it in 8 quarters. The position peaked at $525K in Q4 2021. 1,850 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Advisor Resource Council reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Advisor Resource Council sold 3,901 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $204K.
Advisor Resource Council first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's iShares Core MSCI Emerging Markets ETF position peaked at $525K in Q4 2021.
1,850 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Advisor Resource Council's 13F filing for Q1 2025, filed 22 Apr 2025.